Managing Your Data with CSV
Our CSV (Comma-Separated Values) import and export feature provides a powerful way to manage your financial data. It’s designed to be flexible, user-friendly, and compatible across different platforms.
What You Can Do
- Export Your Data: Save all your bills into a plain text CSV file. This file is easy to read, edit with software like Excel or Google Sheets, and keep as a personal backup.
- Import Data from Anywhere: Import bills from a CSV file. This is perfect for migrating data from another bookkeeping app or for bulk-adding historical records.
- Smart and Failsafe: Our import tool is intelligent. It avoids creating duplicate entries and automatically handles new categories, ensuring your data remains clean and organized.
Key Features
- Human-Readable Format: Exported files use clear language (e.g., “Expense,” “Income”) based on your app’s current language settings.
- Intelligent Import: Automatically detects and skips duplicate bills, and creates new categories on the fly.
- Multi-Language Support: Works seamlessly with all our supported languages (English, Chinese, Japanese, Spanish, French, German).
- Cross-Platform: Use the same process on both iOS and Android devices.
Ready to get started? Follow our detailed guides: